Succession Planning

Many of our clients own private businesses; the common denominator is these businesses have been built with hard work over many years. Most often entrepreneurs want their companies to continue after their retirement and/or death.

Whether the enterprises are 100% family-owned or by shareholders dealing at arm’s-length, planning for business succession is an important aspect to consider as part of an estate plan.

At DSI Estate Planning we help clients fund their Shareholder Agreements through the strategic use of life insurance. These plans are structured in ways that provide significant cost-savings and tax-savings compared to other financing arrangements.